Turn a chat message into CRM work

Chat is where things get decided; the CRM is where they have to end up. Three ways across.

Convert a message. Lav om til CRM-post in the message menu turns "we should follow up with them in March" into a real record with an owner and a date, rather than a line that scrolls away. This is the single most valuable habit in chat: if a message describes work, convert it before you close the tab.

Forward it. Videresend sends a message to another conversation — Søg i kanaler…, check Forhåndsvisning, then Videresend. You get Besked videresendt and Vis to follow it across.

Link the conversation to the work. A channel can follow specific pieces of work: Tilknyt en sag — Søg på nøgle eller titel... — and the panel then shows {{count}} sager with {{count}} åbne and {{count}} løste. Updates land in the channel as they happen, and Historik shows them in order: ændrede status, ændrede ansvarlig, tilføjede en kommentar.

Knyt en sprint does it wholesale: Knyt en sprint, så følger alle sager i den - nu og senere - automatisk med i denne samtale.

Kun kanalejere og administratorer kan tilknytte sager

Pointing someone at a conversation. Kopiér link til samtalen gives a link that opens the channel; Kopiér link on a message points at that exact message. Use the second one — "see the chat" is not a reference, a link to the message is.

A channel name typed as plain text points nowhere: Ikke et link — Det her er ren tekst, så det peger ingen steder hen. Vælg den samtale du mente: